Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.73 | 2.73 | 0.00 |
Stocks | 80.92 | 80.92 | 0.00 |
Bonds | 16.33 | 16.33 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.69 | 17.14 |
Price to Book | 2.40 | 2.63 |
Price to Sales | 1.75 | 1.87 |
Price to Cash Flow | 10.83 | 11.10 |
Dividend Yield | 2.14 | 2.07 |
5 Years Earnings Growth | 11.65 | 11.76 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.57 | 22.64 |
Financial Services | 16.41 | 15.28 |
Industrials | 11.97 | 11.29 |
Consumer Cyclical | 10.75 | 10.74 |
Healthcare | 10.73 | 12.38 |
Communication Services | 6.89 | 6.86 |
Consumer Defensive | 5.87 | 6.14 |
Basic Materials | 4.68 | 4.14 |
Energy | 4.15 | 4.27 |
Real Estate | 3.30 | 3.66 |
Utilities | 2.67 | 2.60 |
Number of long holdings: 7
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 35.22 | - | - | |
State Street Equity 500 Index II | - | 35.16 | - | - | |
State Street Small/Mid Cap Equity Index | - | 12.78 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.77 | 27.46 | -0.36% | |
State Street Aggregate Bond Idx | - | 6.73 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.07B | 9.75 | 2.07 | 7.22 | ||
State Street Target Retirement 2035 | 3.06B | 10.30 | 2.19 | 7.60 | ||
State Street Target Retirement 2040 | 2.86B | 11.05 | 2.41 | 7.93 | ||
State Street Target Retirement 2050 | 2.22B | 12.03 | 2.83 | 8.35 | ||
State Street Target Retirement 2025 | 2B | 8.70 | 1.83 | 6.58 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review